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The Investment Association

The Investment Association is an active company incorporated on 20 December 2001 with the registered office located in London, Greater London. The Investment Association was registered 23 years ago.
Status
Active
Active since incorporation
Company No
04343737
Private Limited Company by guarantee without share capital, use of 'Limited' exemption
Age
23 years
Incorporated 20 December 2001
Size
Medium
Turnover is under £54M
Under 250 employees
Confirmation
Submitted
Dated 19 December 2024 (10 months ago)
Next confirmation dated 19 December 2025
Due by 2 January 2026 (2 months remaining)
Last change occurred 6 years ago
Accounts
Submitted
For period 1 Jan31 Dec 2024 (1 year)
Accounts type is Group
Next accounts for period 31 December 2025
Due by 30 September 2026 (11 months remaining)
Address
10 Norton Folgate
London
E1 6DB
England
Address changed on 28 Aug 2025 (1 month ago)
Previous address was 23 Camomile Street London EC3A 7LL England
Telephone
02078310898
Email
Available in Endole App
People
Officers
31
Shareholders
-
Controllers (PSC)
1
Director • Director • Ceo • British • Lives in England • Born in Dec 1971
Director • Director • Financial Services • British • Lives in England • Born in May 1975
Director • Head Of Emea, State Street Global Adviso • Irish • Lives in Ireland • Born in Jun 1973
Director • Ceo • French • Lives in France • Born in May 1969
Shareholders, PSCs & Group Structure
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Mutual Companies
Morgan Sindall Group Plc
Peter Harrison is a mutual person.
Active
Aviva Investors Global Services Limited
Mark Richard Beavis Versey is a mutual person.
Active
Opera North Limited
Rachel Louisa Elwell is a mutual person.
Active
Business In The Community
Peter Harrison is a mutual person.
Active
Aviva Investors Holdings Limited
Mark Richard Beavis Versey is a mutual person.
Active
Legal & General Investment Management Limited
Michelle Sylvia Scrimgeour is a mutual person.
Active
Royal London Asset Management Limited
Hans Iain Georgeson is a mutual person.
Active
The Investment Association Services Limited
Christopher James Cummings is a mutual person.
Active
Brands
The Investment Association
The Investment Association is the trade body representing UK investment managers.
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
31 Dec 2024
For period 31 Dec31 Dec 2024
Traded for 12 months
Cash in Bank
£15.41M
Increased by £3.33M (+28%)
Turnover
£18.4M
Increased by £598K (+3%)
Employees
95
Decreased by 3 (-3%)
Total Assets
£23.85M
Increased by £2.29M (+11%)
Total Liabilities
-£17.83M
Increased by £1.61M (+10%)
Net Assets
£6.01M
Increased by £672K (+13%)
Debt Ratio (%)
75%
Decreased by 0.44% (-1%)
Latest Activity
Ms Samantha Alexander Appointed
1 Month Ago on 17 Sep 2025
Mr Eric Adler Appointed
1 Month Ago on 17 Sep 2025
Patrick Macdonald Thomson Resigned
1 Month Ago on 17 Sep 2025
Ms Sasha Rebecca Wiggins Appointed
1 Month Ago on 17 Sep 2025
Karen Denise Zachary Resigned
1 Month Ago on 17 Sep 2025
Registered Address Changed
1 Month Ago on 28 Aug 2025
Group Accounts Submitted
4 Months Ago on 17 Jun 2025
Mr Keith Edward Metters Appointed
4 Months Ago on 12 Jun 2025
Catherine Mary O'reilly Resigned
4 Months Ago on 12 Jun 2025
Mr Jonathan Guy Cleborne Appointed
6 Months Ago on 16 Apr 2025
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Documents
Appointment of Ms Samantha Alexander as a director on 17 September 2025
Submitted on 24 Sep 2025
Appointment of Mr Eric Adler as a director on 17 September 2025
Submitted on 22 Sep 2025
Appointment of Ms Sasha Rebecca Wiggins as a director on 17 September 2025
Submitted on 19 Sep 2025
Termination of appointment of Patrick Macdonald Thomson as a director on 17 September 2025
Submitted on 19 Sep 2025
Termination of appointment of Karen Denise Zachary as a director on 17 September 2025
Submitted on 19 Sep 2025
Registered office address changed from 23 Camomile Street London EC3A 7LL England to 10 Norton Folgate London E1 6DB on 28 August 2025
Submitted on 28 Aug 2025
Group of companies' accounts made up to 31 December 2024
Submitted on 17 Jun 2025
Termination of appointment of Catherine Mary O'reilly as a director on 12 June 2025
Submitted on 12 Jun 2025
Appointment of Mr Keith Edward Metters as a director on 12 June 2025
Submitted on 12 Jun 2025
Appointment of Mr Jonathan Guy Cleborne as a director on 16 April 2025
Submitted on 28 May 2025
Repayment History
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